The Convert Documents to PDF action converts existing documents inactive Record to PDF format


Options


    • Active Document - Check this ON to convert the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Other Documents - Check this ON to convert ALL documents that match the Cat/SubCat/Name or OFF to convert the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.


    • Replace Documents - Check this ON to replace the document(s) that are converted. Check this OFF to add new Documents instead of replacing.


    • Compress Documents - You can compress the resulting PDF after it is merged. Compressing will remove any extra meta data and will try to remove all unnecessary information in the PDF that is not used for rendering. Compressing will compress images, optimize fonts, optimize page content and remove meta data information from the PDF.


    • Find Documents - Specify the Category / SubCategory / Name of the Documents to convert. The Documents in the active Record are queried and the Documents matching these values are merged together. 


    • Save Documents - Specify the Category / SubCategory / Name of where to save the resulting converted Documents. The Documents are saved there in the active Record.



All Category, SubCategory and Name fields can contain static values or variables.